Other · DOL Form 5500 · 2022
The Belmont Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $240,953
- Avg per participant Above avg balance/head
Official DOL plan name: Belmont Day School DC Retirement Plan · Sponsored by The Belmont Day School, Inc. · Massachusetts · Educational Services
$19M in assets, 80 participants
The Belmont Day School, Inc.'s Belmont Day School DC Retirement Plan reported $19M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,420 in Educational Services (4,024 peers)
Where Belmont Day School DC Retirement Plan sits by assets
Belmont Day School DC Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 80 participants (~$240,953/participant), down 17.3% in 2022.
- #2,420
- in Educational Services (4,024 peers)
- -17.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Belmont Day School DC Retirement Plan's outsized position by total assets
Belmont Day School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,276,238 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Belmont Day School DC Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Day School DC Retirement Plan is a small filing (80 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 042108347 · The Belmont Day School, Inc. PY 2022 · Other
Belmont Day School DC Retirement Plan · $19M · 80 · 77th
- 5500 $19M
- ASSETS 80
- PCT 77th
- EIN Other
- RANK near National Conference of Bar Examiners 403(b) Plan
- PHOTO ind #2420
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Massachusetts →
Belmont Day School DC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$4M |
| Employer EIN | 042108347 |
| Plan Effective Date | 1963-06-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Belmont Day School, Inc.)
Sponsor-wide plan assets over time
All The Belmont Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 33.38864149737101% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $19M |
| 2023 | 1 | 95 | $23M |
| 2024 | 1 | 98 | $26M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Belmont Day School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is National Conference of Bar Examiners 403(b) Plan in WI ($19M); by covered participants it is George Ade Memorial Healthcare Center Matching Plan in IN (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- National Conference of Bar Examiners 403(b) Plan (WI) $19M · 111
- Texas Heart Institute Section 403(b) Plan (TX) $19M · 184
- The John Thomas Dye 403(b) Plan (CA) $19M · 82
- Utah Navajo Health System, Inc. 403(b) Plan (UT) $19M · 426
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- George Ade Memorial Healthcare Center Matching Plan (IN) 80 · 0 off
- Wheaton Academy 403(b) DC Plan (IL) 80 · 0 off
- Montgomery Child Care Association 403(b) DC Plan (MD) 80 · 0 off
- Isidore Newman School Retirement Plan (LA) 80 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.